Ledgevest Financial

With over 60 years combined experience, Shawn Longley, Brian Jones, Lynn Haefs and James Taylor are proud to serve the Fond du Lac community as trusted financial partners. Ledgevest Financial was created out of a desire to help people realize their financial dreams, by providing truly individualized plans for every one of our clients. Ledgevest Financial takes a specialized approach when engaging with our clients. Instead of a basic assessment and then a generic solution, we get to know you & your family on a personal level. It’s the only way we can create a roadmap designed to achieve your financial goals. Simply put, the cookie cutter stays in the kitchen when you work with Ledgevest. Services Include Retirement & Estate Planning Strategies Investment Management Business Owner Solutions Advisory Services Insurance Education Planning Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of (AK, AZ, CA, CO, CT, FL, IA, ID, IL, MD, MI, MN, NC, ND, NM, OH, OR, PA, TX, VI, WA, WI). PM-08052026-7605809.1.1